AWS
FPF

Atria Wealth Solutions’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Atria Wealth Solutions’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,476
Closed -$189K – 1938
2024
Q4 		$189K Sell
10,476
-17,935
-63% -$337K ﹤0.01% 1848
2024
Q3 		$555K Sell
28,411
-1,924
-6% -$35.7K 0.01% 1198
2024
Q2 		$557K Sell
30,335
-1,255
-4% -$22K 0.01% 1189
2024
Q1 		$566K Sell
31,590
-4,614
-13% -$79.9K 0.01% 1207
2023
Q4 		$593K Buy
36,204
+1,181
+3% +$17.9K 0.01% 1125
2023
Q3 		$522K Sell
35,023
-486
-1% -$7.42K 0.01% 1110
2023
Q2 		$551K Sell
35,509
-482
-1% -$7.38K 0.01% 1107
2023
Q1 		$568K Buy
35,991
+3,306
+10% +$57.9K 0.01% 1056
2022
Q4 		$553K Sell
32,685
-2,645
-7% -$44.3K 0.01% 1027
2022
Q3 		$586K Buy
35,330
+16,802
+91% +$318K 0.01% 938
2022
Q2 		$346K Sell
18,528
-9,803
-35% -$192K 0.01% 1141
2022
Q1 		$623K Buy
+28,331
New +$631K 0.01% 942

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPG
Peak Planning Group Centennial, Colorado $361M AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return